Fee-only fiduciary wealth management serving Wilmington, NC professionals and executives.

Wealth Management, Built Around You in Wilmington, NC

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Thoughtful, fiduciary financial guidance tailored for Wilmington, NC clients.

As financial complexity increases, so does the importance of having a structured plan. In Wilmington, NC, we help professionals and business owners align their investments, tax strategy, and retirement goals. Our approach focuses on making each decision work together rather than in isolation. This creates a more efficient, forward-looking financial strategy designed for long-term success.

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Peace of mind financial planning! If you are looking for someone who thoughtfully listens to your wants and needs then start working with Dustin. Every question I ask receives a fully thought out response with no "gray areas".
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– mark, happy client
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Plan the Life After Work

Retirement planning in Wilmington, NC helps coordinate withdrawals, tax strategy, and income planning for long-term financial stability.

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A Legacy Designed With Purpose

Legacy planning in Wilmington, NC helps align estate strategy, tax planning, and wealth transfer goals into one coordinated plan.

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Keep More of What You Earn

Tax planning in Wilmington, NC helps integrate tax strategy with your broader financial plan to improve long-term outcomes.

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Clarity and Control Over Where Your Money Goes

Cash flow planning in Wilmington, NC helps ensure your day-to-day financial decisions support your broader wealth strategy.

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Protecting What You’ve Built—and the People Who Depend on It

Risk management in Wilmington, NC helps safeguard your wealth by coordinating insurance, liability protection, and long-term planning.

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Meet Dustin & Mike
Your Team at Ascent Financial Group
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Fiduciary Wealth Management for Wilmington, NC Clients

Ascent Financial Group serves clients in Wilmington, NC with a modern, fiduciary approach to wealth management. Our firm was founded in 2020 to deliver integrated financial planning that connects investments, tax strategy, and long-term goals. We operate as a boutique advisory firm, providing direct access and consistent guidance. With CFP® professionals averaging 16 years of experience and a 99% client retention rate in 2025, our focus is on building lasting advisory relationships.

We’ve answered a few common questions to help you better understand how our process works and what to expect.

common faqs

Frequently Asked Questions

What makes working with a financial advisor in Wilmington, NC different from managing finances on my own? A financial advisor helps bring structure, coordination, and long-term strategy to your decisions, reducing guesswork and helping you avoid costly mistakes.

Do you work with high earners and business owners in Wilmington, NC? Yes, our services are designed for individuals with more complex financial situations, including equity compensation, business income, and long-term planning needs.

Can a financial advisor help coordinate with my CPA or other professionals in Wilmington, NC? Yes, we work alongside your existing professionals to ensure your financial strategy is aligned across investments, taxes, and long-term planning.